Senior Trusts & Estates Specialist – Bristol

Taxation; Bristol; On-site; GBP 60,000 - 80,000; Full time

Job summary

A large regional practice in Bristol is seeking a Trusts Senior to manage a portfolio of trusts and ensure accurate administration. Key responsibilities include preparing trust and estate accounts, advising clients on tax matters, and assisting in planning projects. The ideal candidate should be ATT, AAT, or CTA qualified or a student. This role offers an opportunity to develop tax technical skills in a supportive environment.

Qualifications

• ATT, AAT, CTA Student or Qualified.

Responsibilities

• Preparing trust and estate accounts, income tax returns, inheritance tax forms.
• Advise clients on Trust wind up and management of tax payments.
• Assisting senior colleagues with succession and estate planning projects.
• Identify and relay internal procedure efficiencies to senior colleagues.
• Developing trust, estate, and probate tax technical skills.

Job description

A large regional practice in Bristol is seeking a Trusts Senior to manage a portfolio of trusts and ensure accurate administration. Key responsibilities include preparing trust and estate accounts, advising clients on tax matters, and assisting in planning projects. The ideal candidate should be ATT, AAT, or CTA qualified or a student. This role offers an opportunity to develop tax technical skills in a supportive environment.